J
MBTF

JWest’s MBT Financial Corporation MBTF Stock Holding History

JWest’s Portfolio MBTF Stock Details MBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4.65M Buy
952,086
+92,029
+11% +$479K 4.21% 9
2014
Q2 		$4.71M Sell
860,057
-115,542
-12% -$597K 3.3% 11
2014
Q1 		$4.81M Sell
975,599
-236,676
-20% -$1.19M 3.75% 13
2013
Q4 		$5.37M Buy
+1,212,275
New +$4.68M 4.27% 11

Other funds holding MBTF

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

JWest's MBTF Position: Q3 2014 in Review

JWest increased its MBT Financial Corporation (MBTF) stake by 11% in Q3 2014, buying an estimated $479K and bringing the position to 952,086 shares worth $4.65M. The position accounts for 4.21% of the portfolio, ranked #9.

JWest first reported a position in MBTF in Q4 2013 and has held it in 4 quarters since. The position peaked at $5.37M in Q4 2013. 49 funds tracked by Wall St. Rank hold MBTF as of Q3 2014.

  • JWest held 952,086 shares of MBT Financial Corporation worth $4.65M as of Q3 2014.
  • JWest bought 92,029 MBT Financial Corporation shares in Q3 2014, an estimated $479K.
  • MBT Financial Corporation made up 4.21% of JWest's portfolio in Q3 2014, its #9 holding.
  • JWest first reported a position in MBT Financial Corporation in Q4 2013 and has held it in 4 quarters since.
  • JWest's MBT Financial Corporation position peaked at $5.37M in Q4 2013.
  • 49 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q3 2014.

Based on JWest's 13F filing for Q3 2014, filed 12 Nov 2014.